How do I generate tokens?

You will need to generate the tokens before you can send them out. Follow these steps: Click tokens tab Click retrieve tokens & profiles Go down to generate new tokens, select the amount, the reason, expiry date if you wish to give your client a set period of time to do the test. Note: if the client doesn’t use the token within this time, you’ll need to recycle to regenerate that token (see number 4 below). Please be sure to select WD compatible tokens when you are generating if you wish to use the token on the Wealth Dynamics platform. All Wealth Dynamics tokens start with the letter ‘W’.